Formitize Help Desk

Go to Settings cog > Company Profile > Logo & Color. Your account can only have one logo on all CRM content (Quotes, Invoices, Purchases,...

To update your payment information, they can be found in Web Portal > Settings Cog > Company Profile > Payment Details. Note: this up...

Reminders are a good way to maintain communication with both Formitize Users in your account, as well as client contacts, so that everyone is aware of anyth...